See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $540,960 | $148,978+263.1% | $200,582+169.7% | $84,808+537.9% |
| Participation rate | 94.3% | 84.2%+10.0pp | 86.9%+7.4pp | 68.3%+25.9pp |
| Annual return | 17.29% | 28.16%-10.9pp | 42.33%-25.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $6,236 | $4,815+29.5% | $6,419-2.8% | $2,631+137.0% |
| Participant deferral / active EE | $19,733 | $7,142+176.3% | $9,331+111.5% | $4,212+368.6% |
| Admin fee / account holder | $26,036 | $13,977+86.3% | $16,305+59.7% | $7,344+254.5% |